In this step, you can make a global change to the people that are working on the tasks in a project. If you see people who are no longer employees or volunteers, or if new people have taken over their roles, you may want to assign different people. When Step 5 opens, you see a list of all task participants in the original project.
You can retain these assignments or you can change or delete the Replacement workers.
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To Change the Workers:
- To remove a worker, change the assignments to employee #0.
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This removes the person from the Task Participants.
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- To change a worker, click the
button.
If the individual is an employee or Patron, you have the option to select which list to choose them from Patron or Employee.
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If the individual is a Volunteer, the Volunteer List opens for selection.
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- To remove all of the Replacement Workers, click the Clear All
button.
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All of the Replacement workers are removed.
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- Click the Assign Last
button to assign all replacement workers to whom they were originally assigned to.
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This is the default setting when the window opens.
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- When you have updated Step 5, click the Step 6
button.
To cancel the Duplication, click the Cancel
button.
To return to Step 4, click the Step 4
button.